Anic Equity¶
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Total return since start: 0.615 %¶
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Equity now: -----------------------------> 49339.0 Kr¶
Max Equity ever reached: ------------> 53120.35 Kr¶
Portfolio value: --------------------------> 45277.46 Kr¶
PnL: ---------------------------------------> 221.46 Kr¶
DD now: ---------------------------------> -7.118 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-07-05 11:13:19.701468'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| Hennes & Mauritz B | 9 | -0.260000 | 1663.380000 | 194.380000 | 13.230000 | 1468.999998 |
| Orrön Energy | 180 | -0.200000 | 2197.800000 | 154.800000 | 7.580000 | 2043.000000 |
| Atrium Ljungberg B | 5 | -0.550000 | 989.500000 | 54.500000 | 5.830000 | 935.000000 |
| Platzer Fastigheter Holding B | 12 | -1.650000 | 1003.200000 | 42.200000 | 4.390000 | 960.999996 |
| Hexatronic Group | 12 | 0.460000 | 1006.320000 | 39.320000 | 4.070000 | 966.999996 |
| Sedana Medical | 93 | -3.840000 | 2559.360000 | 38.360000 | 1.520000 | 2521.000011 |
| Sagax B | 4 | -0.580000 | 892.000000 | 38.000000 | 4.450000 | 854.000000 |
| Hoist Finance | 35 | -0.170000 | 1015.000000 | 35.000000 | 3.570000 | 980.000000 |
| JM | 6 | -0.400000 | 898.800000 | 34.800000 | 4.030000 | 864.000000 |
| Catena | 2 | -1.480000 | 826.400000 | 34.400000 | 4.340000 | 792.000000 |
| Sagax A | 4 | -0.890000 | 888.000000 | 34.000000 | 3.980000 | 854.000000 |
| OX2 | 13 | 1.910000 | 973.050000 | 23.050000 | 2.430000 | 949.999999 |
| Bilia A | 8 | 0.610000 | 921.600000 | 21.600000 | 2.400000 | 900.000000 |
| HEXPOL B | 9 | 1.140000 | 1039.500000 | 18.500000 | 1.810000 | 1020.999996 |
| BioGaia B | 8 | -0.510000 | 945.600000 | 15.600000 | 1.680000 | 930.000000 |
| Biotage | 7 | -0.150000 | 956.200000 | 15.200000 | 1.620000 | 940.999997 |
| Gränges | 9 | -0.480000 | 937.800000 | 9.800000 | 1.060000 | 927.999999 |
| Byggmax Group | 33 | -1.420000 | 959.640000 | 3.640000 | 0.380000 | 956.000001 |
| AcadeMedia | 8 | -0.890000 | 402.800000 | 0.800000 | 0.200000 | 402.000000 |
| ASSA ABLOY B | 3 | -0.580000 | 775.200000 | -3.800000 | -0.490000 | 779.000001 |
| Clas Ohlson B | 12 | -1.650000 | 967.800000 | -5.200000 | -0.530000 | 972.999996 |
| EQT | 4 | -1.390000 | 824.800000 | -7.200000 | -0.870000 | 832.000000 |
| VEF | 909 | -3.900000 | 1834.360000 | -15.640000 | -0.850000 | 1850.000436 |
| Nordic Waterproofing Holding | 7 | -0.440000 | 949.200000 | -17.800000 | -1.840000 | 966.999999 |
| Alimak Group | 11 | -1.200000 | 907.500000 | -20.500000 | -2.210000 | 927.999996 |
| Creaspac SPAC | 39 | 0.000000 | 3697.200000 | -20.800000 | -0.560000 | 3717.999987 |
| SKF B | 5 | 0.080000 | 919.000000 | -21.000000 | -2.230000 | 940.000000 |
| Addnode Group B | 11 | -0.790000 | 894.850000 | -26.150000 | -2.840000 | 921.000003 |
| Indutrade | 5 | -0.170000 | 1188.000000 | -30.000000 | -2.460000 | 1218.000000 |
| Latour B | 4 | -0.490000 | 812.000000 | -45.000000 | -5.250000 | 857.000000 |
| Vitec Software Group B | 2 | -1.790000 | 1040.000000 | -47.000000 | -4.320000 | 1087.000000 |
| INVISIO | 16 | 0.440000 | 3632.000000 | -57.000000 | -1.550000 | 3689.000000 |
| Bufab | 3 | -1.030000 | 1039.800000 | -69.200000 | -6.240000 | 1109.000001 |
| Hexagon B | 26 | -2.080000 | 3361.800000 | -99.200000 | -2.870000 | 3461.000010 |
| BHG Group | 97 | -1.690000 | 1358.000000 | -101.000000 | -6.920000 | 1458.999989 |
| TOTAL | 45277.460000 | 221.460000 | -7.11846% | 45056.000411 |
Updated:¶
'2023-07-05 11:13:36.494236'
None
Last optimization/rebalancing:¶
'2023-06-15'
Next optimization/rebalancing:¶
'2023-07-26'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
